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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on Jan. 23, 2020
    • $604.9M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 375
      number of clients
    • $1.6M
      Estimated Average Account Balance Per Client

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning

Firm Client types

Advisors

Current Advisors

# of advisors

9

name start date
Christopher Joseph Sizemore
December 2001
John Anthony Labarca
April 2018
Sarah Wesley Quist
July 2005
Rebecca Lin Semper
January 2019
Suzanne Phelps Mcgrath
August 1999

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Suzanne Phelps Mcgrath Director/President/Shareholder July, 1999 25% to 50%
    Marina Lynne Johnson Director/Chief Investment Officer/Shareholder July, 1999 25% to 50%
    Sarah Wesley Quist Director Of Client Relationships/Shareholder December, 2014 10% to 25%
    Clifford Michael Yount Director Of Compliance And Operations/Cco/Shareholder September, 2011 5% to 10%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets